Practice Area: Tax Services

Aakriti Dewan

Aakriti assists clients in tax, trust, and estate planning with a focus on U.S./Canada cross-border transactions. She also assists U.S. citizens and green card holders with expatriation tax issues. Prior to joining Legacy, Aakriti was in Ontario practicing exclusively in Canada/U.S. Cross-Border tax, trust, and estate planning for high-net-worth individuals. Aakriti earned her Master of Law Degree from Osgoode Hall Law School in International Business Law with a focus in Tax Law in 2020, where she was a Research Assistant in cross-border and international tax to the Director of her LL.M. program. Before moving to…

James Trougakos

James’ practice focuses on personal and corporate tax planning. James routinely assists clients with corporate reorganizations, business succession planning, tax structuring on the acquisition and sale of businesses, and trust and estate planning. James also assists clients with resolving tax disputes before revenue authorities and voluntary disclosures. Prior to joining Legacy Tax + Trust Lawyers, James practiced in the Montréal office of a national law firm and served as a judicial law clerk at the Tax Court of Canada. James has completed the CPA Canada In-Depth Tax Course. James also serves as a Director of…

Areet Kaila

Areet is a Principal with Legacy Tax + Trust Lawyers where she assists clients with personal and corporate tax matters including corporate reorganizations, estate freezes and restructuring for business succession purposes. Areet also provides clients with advice regarding tax-driven trust and estate planning matters including assistance setting up trusts (family trusts, alter ego and joint spousal trusts) and advising on trust transactions including restructuring and winding up. Areet also advises clients on tax planning considerations associated with immigration to and emigration from Canada.  As part of her…

Cody Kessler

Cody’s practice focuses on corporate and personal tax planning. Cody routinely assists clients with corporate reorganizations, business succession planning, tax structuring on the acquisition and sale of businesses, and trust and estate planning.

Stephanie Shi

Stephanie’s practice involves tax planning and tax dispute resolution.

BC Speculation and Vacancy Tax: Surprises for Non-Residents and Trustees

Laura M. Peach

Laura Peach, “BC Speculation and Vacancy Tax: Surprises for Non-Residents and Trustees”, Canadian Tax Focus, Vol. 9, No. 2 (May 2019).  

Acquisitions of Control and the Effective Use of Corporate Losses

Nicholas P. Smith

Acquisitions of Control and Effective Use of Corporate Losses

Stephen J. Rukavina

Stephen practices both income tax and sales tax. His income tax work focuses on private-company planning and wealth management, trust taxation, and assisting non-resident clients with all aspects of inbound investment into Canada. He also advises clients on income tax aspects of securities offerings. Stephen also has extensive experience advising on sales taxes, such as the GST/HST and PST. Stephen’s sales tax practice includes advising on GST/HST and PST in relation to asset sales, real estate transactions, imports/exports, and the charities and not-for-profit sectors. He also represents clients involved in…

U.S. Expatriation and Other Cross-Border Planning Tools

Cheyenne Reese and Christine M. Muckle

U.S. Expatriation and Other Cross-Border Tools - CLEBC Estate Planning Update - 2018 - v.2 CLEBC - US Expatriation Slides

QSBC Shares and the Lifetime Capital Gains Exemption

Ian Worland

  https://www.legacylawyers.com/wp-content/uploads/QSBC-Shares-and-the-Lifetime-Capital-Gains-Exemption.pdf